UNITED BENEFITS GROUP 401(k) Plan
What public Form 5500 filings show about the UNITED BENEFITS GROUP 401(k) plan — and how to find and check your own account.
The UNITED BENEFITS GROUP 401(k) on its latest Form 5500
UNITED BENEFITS GROUP (EIN 01-0689331) reports UBG 401(K) - UBG on its most recent Form 5500, with $4.4M in plan assets across 18 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full UNITED BENEFITS GROUP filing — schedules, fees, and providers.
Who runs the UNITED BENEFITS GROUP 401(k)?
UNITED BENEFITS GROUP’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask UNITED BENEFITS GROUPHR for the recordkeeper’s name and login.
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): STARWOOD OPPORTUNITY FUND X, SANDTON CAPITAL SOLUTIONS VI, PENSION BENEFIT INFORMATION, JPMORGAN CHASE BANK NA, TCI REAL ESTATE PARTNERS FUND II, PERCEPTIVE.
How to check your UNITED BENEFITS GROUP 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask UNITED BENEFITS GROUP HR or benefits for the recordkeeper name and enrollment link.
- Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).